Avantax Planning Partners, Inc. Schwab Strategic Tr Us Emergin Transaction History
Avantax Planning Partners, Inc.
- $2.78 Billion
- Q3 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 18,521 shares of SCHE stock, worth $513,587. This represents 0.02% of its overall portfolio holdings.
Number of Shares
18,521
Previous 28,176
34.27%
Holding current value
$513,587
Previous $748,000
27.81%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding SCHE
# of Institutions
778Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$589 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$533 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$217 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$106 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$78.9 Million4.21% of portfolio